As Managing Director - Investment Officer with the Choden-Steiner Financial Group of Wells Fargo Advisors, my mission is to guide clients through their investment plan and exercise sound judgement with the advice I provide. I'm very happy for the relationships that I've been able to form with many of our clients and that I've been able to focus on helping my clients improve their lives from a financial standpoint. For over 35 years, I have addressed financial concerns of clients by providing comprehensive strategies designed to help them meet their goals. Wells Fargo Advisors has recognized me as a Premier Advisor from 2009-2022. Many of my new clients over the past 20 years have been the result of referrals from my current clientele. Prior to joining Wells Fargo Advisors (previously A.G. Edwards & Sons), I graduated from the University of Missouri with a degree in Business Administration and worked as a Certified Public Accountant with Shelton and Von Cloedt, CPA, though I no longer offer accounting services. In my spare time, I enjoy spending time with my wife, Ellen and my two sons, Blake and Justin. I also enjoy visiting my condo in Florida and golfing with friends.

*The Premier Advisor distinction is held by a select group of Financial Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

CA Insurance License # 0D34455, Resident State: FL

As Managing Director – Investments with the Choden –Steiner Financial Group of Wells Fargo Advisors, I take pride in working for a group that puts the client first. For over 20 years, I have been building relationships with clients based on mutual respect, trust, and hard work. I enjoy getting to know our clients and developing strategies that help our clients succeed financially. Prior to joining the financial services industry, I graduated from St. John University in Minnesota with a degree in Business Management and I worked as a Production Manager and Human Resources Director with St. Louis Paint Manufacturing. Away from the office, I enjoy playing golf, gardening, following St. Louis sports teams, and spending time with our Beagle puppy, Olive. My wife, Susan, and I live in Kirkwood and have two grown sons.

CA Insurance # 0L05872, Resident State: MO

As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional, I enjoy working with families and helping them build comprehensive wealth management strategies targeted towards meeting their specific goals. Common goals I help clients with include retirement planning, education planning, estate planning, and wealth transfer. I started my career in financial services in 2009 and prior to joining the Choden-Steiner Financial Group of Wells Fargo Advisors, I worked at Scottrade. My previous experience also includes mortgage banking and insurance. I earned an MBA from St. Louis University. I also hold a Bachelor's degree in Business Administration, with a dual emphasis in Finance and Economics, from the University of Missouri. Away from the office, I enjoy getting together with friends and family, watching and playing different sports, and spending time with my wife (Jessica), our daughters (Grace and Gabriella), and our dog (Maggie).

 

CA Insurance Lic. # 0L96260, Resident State: MO

As a Senior Registered Client Associate, I strive to provide outstanding customer service by always trying to put the client first. I am here to listen and assist our clients achieve their financial goals in life. I started with A.G. Edwards (now Wells Fargo Advisors) in 1999. While working full time I went to Florissant Valley Community College where I earned an Associate’s degree in General Studies. Prior to working at the Town & Country branch, I spent almost 8 years at the home office in over-the-counter (OTC) operations, computer operations and bond operations. I started working for the Choden-Steiner Financial Group of Wells Fargo Advisors in August of 2008. In 2017 I served on the CA Council to make positive changes and improvements for client associates in the region. Away from work I love spending time with my husband, Matt, our kids, Kayla, Brody, Ryker, and Tyler and our dog Louie (a Golden Retriever). Our boys keeps us busy with being involved in soccer, baseball and racing dirt bikes. We enjoy family vacations, camping and boating.

CA Insurance License # 0N00822 , Resident State: MO